About Close
Close pricing
Close does not have a free version but does offer a free trial. Close paid version starts at USD 49.00/month.
Alternatives to Close
Close Reviews
Feature rating
- Industry: E-Learning
- Company size: Self Employed
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Review Source
Close.io for therapists, tutors and coaches
I have been looking at various CRM's for my private practice. I provide online therapy for speech, language and learning. Close.io impressed me with its rich features and customizations. I loved the fact that Close.io works perfectly for one person. So many of the other CRMs are for sales teams.
Pros
Everything functioned flawlessly on the first try. I was able to set it up to use my domain name email. I imported all my contacts from Gmail. I could add customizations that would make it easy to keep track of my clients.
The search function knocked my socks off! I couldn't remember the name of a certain funding agency. Just by entering the client's name, it gave me the funding agency.
Close.io was created for people trying to make an initial sale. I keep my clients three or four years and they often need a break from therapy for a few months. It was easy for me to give clients a status, such as "paused" or "completed goals".
I was able to collect leads from my Wordpress website using Planso Forms. These create a new lead in Close.io.
The options to add a phone line and bulk email surprised me. I haven't seen this in any other CRMs. I can create email templates and send out messages to groups of people using my domain name email. The messages are plain text, which is just right for smart phones.
I tried out the phone function on my computer. I have been using Magic Jack, and getting complaints from clients about MJ. The Close.io phone line is from Twilio and is much clearer. By installing the app on my phone, I can have a second phone number on my cell and I don't have to give clients my personal number.
Cons
I'm in Canada. I wish the price wasn't so high, especially with the exchange rate.
As an online therapy provider, I also have to pay for a telepractice platform and an online scheduler. If Close.io offered integration with Verishow and Accuity Scheduling, they would be able to offer a complete virtual office for online therapists, tutors, and coaches.
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Close is great for startup sales but lacks some simple features
Overall it's been a good but not great experience. The basics are covered for a CRM but some what seems like basic features are still missing.
Pros
I love the automated email sequences to help with my outbound prospecting efforts. This enables me to 'set it and forget it" to ensure proper follow up is happening with prospects.
Cons
I don't like that you can't map specific email chains to specific opportunities. Furthermore, you can't upload files which is a real drawback and support suggested I just link to google shared drives.
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Good For A Small Sales Team, in The Early Days
On a larger scale, Close becomes really impractical. Sales agents lose track of contacts, there's no meaningful data analysis that can be done because of a lack of tagging and order. It's a good package to start out with, but I find that companies move along quickly for more powerful and useful products.
Pros
- really easy to use
- stripped down to the bare minimum, not many tabs for the sales team to navigate
- new email chain function is impractical as it's a manual task to set up for so few sales contacts
- customer support a few years ago was bad but has improved greatly
- price
Cons
- hard to extract data in a meaningful way. The search functionality is quite rudimentary
- data analysis is barely existent
- insufficient tagging
- feels like a doctored spreadsheet with nicer formatting but less usability
- Company size: 2–10 Employees
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Review Source
It's like magic
We have a startup focused in ticket sales for events in Mexico. We were looking for in-depth data of our salesmen and to make easier for them to keep track of their clients by client type. We used a CRM (highrise), but the data it gave us was no longer enough to know more about whether the size and type of clients - and opportunities - our sales team were generating was the right kind given our current strategy.
We initially requested a trial by importing a subset of random data of our former CRM but we felt this was not useful, because not all of those imported leads were relevant to us at the moment. When support from close.io gave us the option to extend our trial period, we deleted all of the previous leads and instead started adding new leads into the platform. That's when we notice the main strong point of close.io: by adding our first lead's email, within seconds we had a full history of each email we exchanged in the past. The desktop app works like a charm. Also, when you have a small sales team like ours, it's great to add a lead and check if one of your teammates already make a contact. Finally, it's amazing how easy is to categorize leads, we even use it to keep track of investors, allies and competitors.
The call feature is also a huge breath of fresh air into a follow-up process. The fact you can make calls straight from the app, that those calls get recorded and also get tracked into a lead's history ensures automatic track of almost every kind of interaction with a lead. In our case, although we tried it and it worked great, we won't make use of it because our small office space forces us to do calls by getting outside the office, and given our internet connection is not that solid we will keep making calls the way we are right now and evaluate a full switch later.
In a few words: if you have a small sales team and you want to make them doing more closing and less data insertion into follow-up tools, consider switching to close.io
Pros
The email auto-tracking is by far the the tool of close.io. The fact you can create a lead and it automatically brings all of the history of emails you exchanged with them gives a lot more insight and visibility into salesman follow-up performance. Also, the call feature; if you have a strong internet connection, and especially if you're a startup and your salespeople is constantly on the run. Support also responds very quickly to feedback, which made a lot easier the switch from our former CRM.
Cons
For our business, it´s very important to do bulk imports. However, the tool does not let you to opt out of duplicating leads, which makes us take longer to "curate" each file we want to import.
- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Great Beginner CRM Tool
Great tool overall to get started for a founder with little sales experience
Pros
- Very easy to get started / intuitive interface
- Enables you to send emails straight from tool and manage inbox
- Ability to set reminders and follow ups
- pipeline UI, similar to salesforce or hubspot
Cons
- analytics on emails (open rates, campaigns) hard to understand. Ended up using persistIQ for this
- hard to tell when prospect opened email
